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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,180 | $153,769-51.1% | $133,975-43.9% | $273,972-72.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.90% | 36.51%-32.6pp | 29.29%-25.4pp | 41.46%-37.6pp |
| Employer contribution / active EE | $7,721 | $6,029+28.1% | $5,211+48.2% | $4,869+58.6% |
| Participant deferral / active EE | $1,672 | $6,958-76.0% | $6,282-73.4% | $5,287-68.4% |
| Admin fee / account holder | $21,329 | $11,765+81.3% | $9,324+128.7% | $10,133+110.5% |